LPL Financial’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.7M | Buy |
32,288
+2,495
| +8% | +$967K | ﹤0.01% | 1857 |
|
|
2025
Q4 | $10M | Sell |
29,793
-2,106
| -7% | -$752K | ﹤0.01% | 1924 |
|
|
2025
Q3 | $12.9M | Buy |
31,899
+3,423
| +12% | +$1.46M | ﹤0.01% | 1654 |
|
|
2025
Q2 | $12.6M | Buy |
28,476
+138
| +0.5% | +$64K | ﹤0.01% | 1558 |
|
|
2025
Q1 | $14.4M | Buy |
28,338
+781
| +3% | +$385K | 0.01% | 1362 |
|
|
2024
Q4 | $13.1M | Buy |
27,557
+4,898
| +22% | +$2.48M | 0.01% | 1346 |
|
|
2024
Q3 | $11.1M | Buy |
22,659
+2,997
| +15% | +$1.44M | 0.01% | 1391 |
|
|
2024
Q2 | $9.11M | Buy |
19,662
+1,417
| +8% | +$648K | ﹤0.01% | 1431 |
|
|
2024
Q1 | $7.88M | Buy |
18,245
+3,413
| +23% | +$1.37M | ﹤0.01% | 1476 |
|
|
2023
Q4 | $6.36M | Sell |
14,832
-16
| -0.1% | -$6.2K | ﹤0.01% | 1532 |
|
|
2023
Q3 | $5.61M | Buy |
14,848
+1,390
| +10% | +$503K | ﹤0.01% | 1537 |
|
|
2023
Q2 | $5.13M | Buy |
13,458
+311
| +2% | +$105K | ﹤0.01% | 1545 |
|
|
2023
Q1 | $4.18M | Buy |
13,147
+2,273
| +21% | +$668K | ﹤0.01% | 1622 |
|
|
2022
Q4 | $2.71M | Buy |
10,874
+1,033
| +10% | +$272K | ﹤0.01% | 1847 |
|
|
2022
Q3 | $2.53M | Buy |
9,841
+960
| +11% | +$260K | ﹤0.01% | 1808 |
|
|
2022
Q2 | $2.12M | Buy |
8,881
+1,546
| +21% | +$407K | ﹤0.01% | 1984 |
|
|
2022
Q1 | $2.23M | Buy |
7,335
+776
| +12% | +$221K | ﹤0.01% | 1980 |
|
|
2021
Q4 | $2.05M | Buy |
6,559
+640
| +11% | +$190K | ﹤0.01% | 2073 |
|
|
2021
Q3 | $1.57M | Buy |
5,919
+435
| +8% | +$122K | ﹤0.01% | 2246 |
|
|
2021
Q2 | $1.57M | Sell |
5,484
-225
| -4% | -$64.4K | ﹤0.01% | 2169 |
|
|
2021
Q1 | $1.49M | Buy |
5,709
+704
| +14% | +$174K | ﹤0.01% | 2057 |
|
|
2020
Q4 | $1.13M | Buy |
5,005
+254
| +5% | +$58.4K | ﹤0.01% | 2085 |
|
|
2020
Q3 | $1.11M | Buy |
4,751
+21
| +0.4% | +$4.73K | ﹤0.01% | 1874 |
|
|
2020
Q2 | $841K | Sell |
4,730
-341
| -7% | -$56.4K | ﹤0.01% | 1964 |
|
|
2020
Q1 | $801K | Buy |
5,071
+370
| +8% | +$62.5K | ﹤0.01% | 1767 |
|
|
2019
Q4 | $847K | Buy |
4,701
+2,567
| +120% | +$452K | ﹤0.01% | 1961 |
|
|
2019
Q3 | $361K | Buy |
2,134
+324
| +18% | +$52.5K | ﹤0.01% | 2531 |
|
|
2019
Q2 | $296K | Buy |
+1,810
| New | +$284K | ﹤0.01% | 2710 |
|
|
2018
Q3 | – | Sell |
-2,246
| Closed | -$400K | – | 3316 |
|
|
2018
Q2 | $400K | Sell |
2,246
-15
| -0.7% | -$2.73K | ﹤0.01% | 2393 |
|
|
2018
Q1 | $409K | Buy |
2,261
+216
| +11% | +$37.4K | ﹤0.01% | 2336 |
|
|
2017
Q4 | $348K | Buy |
2,045
+31
| +2% | +$5.12K | ﹤0.01% | 2362 |
|
|
2017
Q3 | $324K | Buy |
2,014
+279
| +16% | +$42.2K | ﹤0.01% | 2300 |
|
|
2017
Q2 | $268K | Hold |
1,735
| – | – | ﹤0.01% | 2380 |
|
|
2017
Q1 | $249K | Sell |
1,735
-110
| -6% | -$16.5K | ﹤0.01% | 2341 |
|
|
2016
Q4 | $275K | Sell |
1,845
-210
| -10% | -$30.4K | ﹤0.01% | 2242 |
|
|
2016
Q3 | $289K | Buy |
+2,055
| New | +$294K | ﹤0.01% | 2151 |
|
Other funds holding WSO
VPM
VCM
